Client Services Manager / Paraplanner

Trade Street Wealth Advisors; Greer (SC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health Care Benefits

Performance Bonuses

Profit Sharing

401(k) with Employer Match

11 Paid National Holidays

Paid Vacation Time

Job summary

Trade Street Wealth Advisors in Greer, SC is seeking an experienced Client Services Manager to support Financial Advisors and manage day-to-day client service needs.

You will provide administrative and operational support, prepare client materials, coordinate with broker-dealers, and maintain accurate client data in Redtail CRM, while delivering exceptional service in a small, collaborative office. You will assist with meetings, planning, and compliance tasks essential to client success.

Qualifications

• 2+ years of experience in financial services, wealth management, or a financial advisory office.
• Experience supporting a Financial Advisor or wealth management team preferred.
• Paraplanning experience or a recognized paraplanning certification preferred, but not required.
• Bachelor’s degree in finance, business, economics, financial planning, or a related field preferred.
• Strong understanding of investment and financial services terminology.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Professional and personable demeanor with clients.
• Proficiency with Microsoft Office, particularly Excel.
• Redtail CRM and/or RightCapital experience preferred.
• Experience with LPL Financial is a plus, but not required.
• Ability to manage multiple priorities and meet deadlines.
• Self-motivated, dependable, and able to work independently.
• Comfortable working in a small team environment where everyone contributes.

Responsibilities

• Serve as a primary contact for clients and provide exceptional, responsive service.
• Manage day-to-day client service requests and follow through to completion.
• Provide administrative and operational support to Financial Advisors.
• Prepare for client meetings and assist with meeting follow-up.
• Gather and organize client financial information and prepare client reports.
• Assist with new account openings, transfers, and other paperwork.
• Coordinate with broker-dealer and other financial service providers.
• Maintain accurate client data in Redtail CRM.
• Schedule client meetings and appointments; answer phones and assist clients.
• Assist with financial planning and account review preparation.
• Assist with compliance-related tasks and documentation.
• Support general office operations in a small, collaborative office.

Skills

Client service

Communication

Organization

Multitasking

Independent work

Education

Bachelor’s degree in finance, business, economics, financial planning, or related field

Paraplanning certification

Tools

Redtail CRM

RightCapital

Microsoft Excel

MS Office

Job description

Trade Street Wealth Advisors | Greer, SC

Trade Street Wealth Advisors is seeking an experienced Client Services Manager | Financial Advisor Support & Paraplanner to join our growing wealth management team.

This is a hands-on client service and advisor support role focused on managing the day-to-day needs of our clients and providing administrative support to our Financial Advisors. The ideal candidate will have experience in the financial services industry, strong organizational skills and attention to detail, and a genuine interest in building lasting client relationships and delivering an exceptional client experience.

Responsibilities

• Serve as a primary point of contact for clients and provide exceptional, responsive service
• Manage day-to-day client service requests and follow through to completion
• Provide administrative and operational support to Financial Advisors
• Prepare for client meetings and assist with meeting follow-up
• Gather and organize client financial information
• Prepare client reports, presentations, and meeting materials
• Assist with new account openings, transfers, distributions, contributions, and other account paperwork
• Coordinate with our broker-dealer and other financial service providers
• Maintain accurate and up-to-date client information in Redtail CRM
• Schedule client meetings and appointments
• Answer phones and assist clients in person and by phone
• Assist with financial planning and account review preparation
• Assist with compliance-related tasks and documentation
• Assist with general office administration and day-to-day operations
• Support other responsibilities as needed in a small, collaborative office

Qualifications

• 2+ years of experience in financial services, wealth management, or a financial advisory office
• Experience supporting a Financial Advisor or wealth management team strongly preferred
• Paraplanning experience or a recognized paraplanning certification preferred, but not required
• Bachelor’s degree in finance, business, economics, financial planning, or a related field preferred
• Strong understanding of investment and financial services terminology
• Excellent organizational skills and attention to detail
• Strong written and verbal communication skillsSorry, correct:
• Strong written and verbal communication skills
• Professional and personable demeanor with clients
• Proficiency with Microsoft Office, particularly Excel
• Redtail CRM and/or RightCapital experience preferred
• Experience with LPL Financial is a plus, but not required
• Ability to manage multiple priorities and meet deadlines
• Self-motivated, dependable, and able to work independently
• Comfortable working in a small team environment where everyone contributes
• Health Care Benefits
• Performance Bonuses
• Profit Sharing
• 401(k) with Employer Match
• 11 Paid National Holidays
• Paid Vacation Time
• Monday–Thursday: 9:00 AM–5:00 PM with a one-hour lunch
• Friday: 9:00 AM–4:00 PM with a one-hour lunch

Why Trade Street?

Trade Street Wealth Advisors is a growing, independent wealth management firm focused on retirement planning, investment management, and personalized financial planning.

As a Client Services Manager, you will play an important role in maintaining strong client relationships and supporting our Financial Advisors. You'll be part of a close-knit team where your experience, organization, and client-service skills make a meaningful impact.

We are looking for someone who wants to build a long-term career in wealth management and grow with our firm.